A detailed history of Wmg Financial Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 3,739 shares of SO stock, worth $311,383. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,739
Previous 3,733 0.16%
Holding current value
$311,383
Previous $289,000 16.61%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$77.0 - $90.52 $462 - $543
6 Added 0.16%
3,739 $337,000
Q2 2024

Jul 30, 2024

SELL
$67.77 - $80.71 $7,658 - $9,120
-113 Reduced 2.94%
3,733 $289,000
Q1 2024

May 07, 2024

BUY
$66.25 - $72.24 $12,455 - $13,581
188 Added 5.14%
3,846 $275,000
Q4 2023

Feb 08, 2024

SELL
$62.71 - $73.08 $36,309 - $42,313
-579 Reduced 13.67%
3,658 $256,000
Q2 2023

Aug 03, 2023

BUY
$68.97 - $75.66 $96,764 - $106,150
1,403 Added 49.51%
4,237 $297,000
Q1 2023

Apr 18, 2023

SELL
$62.32 - $72.5 $138,786 - $161,457
-2,227 Reduced 44.0%
2,834 $197,000
Q4 2022

Feb 10, 2023

BUY
$63.44 - $72.26 $8,500 - $9,682
134 Added 2.72%
5,061 $361,000
Q3 2022

Oct 18, 2022

BUY
$68.0 - $80.16 $5,100 - $6,012
75 Added 1.55%
4,927 $337,000
Q2 2022

Aug 08, 2022

SELL
$65.39 - $76.51 $17,001 - $19,892
-260 Reduced 5.09%
4,852 $345,000
Q1 2022

Apr 18, 2022

BUY
$62.84 - $72.51 $34,310 - $39,590
546 Added 11.96%
5,112 $371,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $278,982 - $313,136
4,566 New
4,566 $315,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.7B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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